5 Tips for Buying Restoration Project Management Software

As technology improves and cloud storage becomes less expensive, restoration contractors are embracing software to manage their business. The best restoration management software will track profitability, provide accurate forecasting, enable mobile capabilities, and improve workflow efficiency. Use these tips to make sure you choose the best restoration management software for your business.

1. Look for a comprehensive end-to-end business solutionMany project management software solutions can solve one workflow problem in your organization, but they do it by shifting the work onto another group. Unless the software provides a comprehensive solution for your restoration business, your employees will end up doing double entry on multiple systems.

Software should be more than a collection of features. The right solution will solve a problem in your business. Don’t settle for marginally improving your workflow with a limited set of features. Once you’re sure a system checks the boxes on your list of required features, look at the impact it will have on your organization and the way you do business.

When creating a checklist for project management software, choose the one that will help you get more jobs, extract more profit from each job, and improve the financial health of your business. Look for a system that optimizes CRM, manages inventory, provides automated status updates, and job files. Build the most prosperous future for your business by implementing a full-featured software solution that manages your business from end to end.

2. Choose a solution that establishes or supports an efficient workflowIf you’re wondering how to choose project management software to replace an aging paper-based system, look for one that helps create and promote a more efficient workflow process. Eliminate hours spent each day playing phone tag and waiting for return emails with real-time updated information.

Restoration industry leaders report that in the majority of implementations, on-boarding new employees is simpler, first call resolution rises, and conversion from referral to sale is faster than in previous systems. Contributing factors to these key indicators include all employees having access to complete account information, including details about customer site, service history, and restoration requirements. The streamlined and efficient workflow boosts revenue and provides built-in performance measurements.

3. Find software that is intuitively designed and easy to useThe best software on the market is intuitive. It allows users to navigate quickly, input information in a variety of formats, and easily customize it for particular applications. DASH is designed to be as intuitive and straightforward as possible to keep users engaged and productive.

When deciding on restoration job management software, choose one with a simple, easy to use interface designed for the least confident tech users. A sophisticated feature set doesn’t have to be hard to use or flashy to get the job done.

Next Gear Solutions DASH software has an intuitive interface that makes everyday tasks like tracking hours on the job, requesting time off, submitting expenses, and forecasting project hours effortless. Accessing and inputting project information is quick and efficient on the DASH native mobile app for iOS and Android. Teams can access the cloud-based information and work tasks from anywhere, so they’re more productive than ever. Restoration job management software streamlines necessary work activities soyou can focus on growing the company and boosting the bottom line.

4. Seek a solution that makes it easy to share informationDisaster restoration companies operate under a unique business model, even when compared to a similar contractor and renovation businesses. The jobs incorporate third parties like insurance companies, property managers, and subcontractors that are dependent upon shared files and status updates.

If your employees have to return to the office during water restoration jobs to upload files or turn in paperwork, the lag time between updates that increases the risk of an inaccurate bid or purchasing error. Rather than spending hours each day communicating with the various claims participants, your team can share site drawings, photos, contracts, pricing agreements and more in the cloud and share it with all the key partners with the touch of a button.

5. Search for software with rich reporting featuresTake the first step toward building a successful future for your restoration business by measuring key productivity indicators. To manage and grow your disaster restoration business, you need easy access to reporting on business KPI’s to measure progress. Effectively managing administrative tasks will help your team maximize business opportunities, improve workflow, and increase profitability.

DASH software from Next Gear Solutions gives managers easy access to reporting on performance indicators like hours spent on each job, material costs, and inventory available so you can assign workers to the high-value disaster recovery jobs first.

Knowing what jobs are in the pipeline allows you to track incoming revenue, minimize inventory on hand by automating re-order of materials based on projected use, and eliminate repetitive paperwork and workflow inefficiencies so your team can focus on operational priorities. DASH gives you powerful insight into your business that you need to grow.